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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Securities Custodian | $160,049 |
TIAA4+ years Filed as: TIAA-CREF INVESTMENT MANAGEMENT,LLC Service code 19 · EIN 13-3586142 730 THIRD AVE · NEW YORK, NY 100173206 | Securities Custodian | $36,856 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,787 | $55,002+10.5% | $59,887+1.5% | $56,287+8.0% |
| Participation rate | 99.0% | 75.9%+23.0pp | 74.7%+24.3pp | 69.9%+29.1pp |
| Annual return | -3.45% | 1.13%-4.6pp | 3.46%-6.9pp | -9.96%+6.5pp |
| Employer contribution / active EE | $2,423 | $2,448-1.0% | $2,722-11.0% | $2,111+14.8% |
| Participant deferral / active EE | $3,224 | $3,121+3.3% | $3,402-5.2% | $3,350-3.8% |
| Admin fee / account holder | $409 | $236+73.6% | $3,591-88.6% | $521-21.5% |